At the heart of our investment approach is the Investment Committee, which meets regularly to establish our investment policy. The committee is drawn from senior members of the firm with long experience, and also draws macroeconomic input from a wide variety of sources including Bordier & Cie, Capital Economics and an international cross section of fund management houses.
The Committee's remit is to consider:
- Strategic asset allocation
Strategic allocation is the single most important component of the decision making process – it is generally accepted that a significant proportion of portfolio returns come from making the correct strategic calls about which asset class to invest in - Tactical asset allocation
Shorter term changes to our core strategic asset allocation can take advantage of shorter term influences on markets and react to events - Our fund selections
Carefully focused research can select better performing funds, and no single investment manager is best at everything. We aim to select proven talent from across the world's important investment institutions, and have no ties to any fund group - Risk management
Controlling risk and volatility is key; we are proactive and forward looking in our approach to managing risk in portfolios.